In 2006, Elon Musk released The Tesla Motors Master Plan. The first plan outlined how Tesla would build an expensive electric sports car, use that money to build a more affordable car, then use that money to build an even more affordable car. All while providing zero-emission electric power generation options. Tesla has since accomplished all of the above, producing millions of electric cars while rapidly bringing down production costs.
A decade later, in 2016, while the first plan was coming to fruition, Tesla released the Tesla Master Plan, Part Deux. In short, the plan would be to "Create stunning solar roofs with seamlessly integrated battery storage. Expand the electric vehicle product line to address all major segments. Develop a self-driving capability that is 10X safer than manual via massive fleet learning and enable your car to make money for you when you aren't using it."
While this plan has yet to be fully realized, a third plan may indicate that the second plan is within reach. Tesla has made huge progress with its FSD beta program and Elon Musk recently doubled down that Tesla will release FSD later this year. The production of the CyberTruck and Semi is set to begin next year. As the second plan is coming together, Elon Musk tweeted that he’s working on Tesla's “Master Plan Part 3”
This tweet gives us a lot more insight into what Tesla is planning. It is now clear that a key part of the plan will be to “scale to extreme size to shift humanity away from fossil fuels.”
Tesla has put out a 20 million vehicle target by 2030. It sounds like a third plan will address how to achieve or even exceed this target. Despite Tesla's massive growth, the automaker currently accounts for just roughly 1% of the total vehicle market share. Scaling to “extreme size” is necessary to make a significant shift away from fossil fuels. The limiting factor to further scaling is the manufacturing of batteries. In particular, the real bottleneck is the mining of rare earth minerals (copper, lithium, nickel, cobalt etc.) required for battery production.
This is why Tesla’s Master Plan, Part 3 could be centered around rare earth mineral mining. So how does the Boring Company, AI and SpaceX play into mining? One theory is that the Boring Company could create the necessary tunnels and land environment to extract raw materials. The Tesla bot could be used to safely and ethically mine raw materials. SpaceX could use starships to rapidly and cost-effectively transport raw materials across long distances. If the battery limiting factor is conquered successfully, the company could begin to think about other uses for batteries including HVAC systems, pre-built homes, and more.
It’s also possible that Tesla’s Master Plan, Part 3 will involve Tesla’s transition to an Artificial Intelligence and data company. After all, Elon has repeatedly stated that Tesla will be thought of more as an artificial intelligence company than anything else. The company has been focused on solving real-world AI and more recently we had AI day, introducing the Optimus Humanoid Robot.
In the product roadmap update on the Q4 earnings call, Elon stated that "the most important product development is the Optimus Humanoid Robot” which he thinks "has the potential to be more significant than the vehicle business over time. He explained that “labor is the foundation of the economy."
With no labor shortages, humanoid robots could revolutionize the world economy. They could also play a crucial role in scaling to extreme size and overcoming the limiting factor of battery manufacturing.
Here is a prediction of what the Master plan, Part 3 could include:
Develop the best AI training supercomputer to solve real-world problems that goes way beyond just self-driving
Remove battery manufacturing as the limiting factor to vehicle production by building millions of Tesla bots to eliminate the need for dangerous, boring, repetitive jobs (mining)
Synergize The Boring Company, Tesla and SpaceX to mine and transport raw materials on a massive scale
What do you think Tesla aims to accomplish in its third master plan? Let us know.
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Back in 2023, Tesla put together a rather unique Supercharger site idea - one with a CyberCanopy. This canopy is intended to provide solar power for Supercharging, helping to reduce the impact on the local grid while also providing a futuristic and Cybertruck-themed location that would set it apart.
Unfortunately, the plans never moved beyond the filing stage. Instead, Tesla opened a standard-looking Supercharger at the same Canton, Massachusetts location. However, the site is still well-situated just off the highway and benefits from natural tree cover in the parking area.
However, Tesla is at it again with a concept for another CyberCanopy with RGB lighting. Thanks to MarkoRP for spotting this. No April Fool’s this time.
We want to build a few Superchargers cool enough to be worthy of the trip itself. - Max de Zegher
CyberCanopy 2
This second Supercharger with CyberCanopy is set for Roswell, New Mexico, at the Whataburger in town. Featuring just eight stalls, this will be one of Tesla’s smaller Supercharger sites, but for what it lacks in size, it makes up for it in uniqueness. The charging stalls are covered from the rain by a futuristic, Cybertruck-themed canopy, which will have solar panels installed on the top of it.
According to the plans, the CyberCanopy boasts 20.88kW of solar panels on its roof, providing shelter from the elements while also providing some power back to the grid.
RGB Lighting
At nighttime, the Supercharger will make a big statement. Tesla intends to light the long edges of the canopy, which will not only look amazing, but it’ll actually make finding the Supercharger easier in a large parking lot.
The lighting coming off the edge of the canopy reminds us a lot of the lightbar on the Cybertruck and now the new Model Y. It’s definitely the direction Tesla is moving for all their models, so expect all future models to have it, including the new Roadster and the next-gen model.
Tesla’s Max de Zegher also took to X after the plans for the new Supercharger were found and shared the image above. He stated that Tesla wants to build a few cool Superchargers that will be worth stopping at, even if they’re out of the way a little bit. So it seems like this isn’t just a concept, but an idea that Tesla wants to expand to several areas around the country or world.
We want to build a few Superchargers cool enough to be worthy of the trip itself. Wish we could have kept it under wraps for longer, but submittal was needed for Planning Approval. We can't hide anything from @MarcoRPi1! 🙂 pic.twitter.com/X2WaKDd408
This particular site doesn't have a Megapack or other form of energy storage, unlike the upcoming Harris Ranch Supercharger site in California. That means that Tesla won’t be storing the solar energy gained from this site, but instead will be either offsetting the immediate grid impact or serving energy back to the grid when the site isn’t actively charging.
Tesla will likely be incorporating V4 Superchargers, including both V4 posts and the new, more powerful V4 Cabinets, as the permit states that Tesla will be redesigning the site internally before beginning construction. For Cybertruck owners, 500kW charging may be around the corner.
We’re hoping Tesla continues to deploy these kinds of Supercharger sites around the world - they make a stylistic statement about Tesla’s futurism, like the Shell gas station that was upcycled into a Supercharger site earlier this year in Spain.
They also make a big impact for ownership because it is a far more comfortable charging experience when you stop at a site that’s shaded from the elements - and one that’s better for the environment with offset emissions.
It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kW (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kW). If we scale Tesla’s wireless charger down slightly to 10 kW, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
